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Find donor calls in Chorus that never became DonorPerfect contacts
For fundraising teams who want to know which recorded donor calls still need logging in DonorPerfect, by asking their AI assistant.
On this page
Connector
Connect Chorus, pick your AI tool and paste the prompt.
The problem
Donor calls that never became DonorPerfect contacts
Calls with donors recorded in Chorus often never become DonorPerfect contacts, so donor history misses real conversations. Finding them means matching each participant to a donor and checking the contact log around each call date.
Without PopdockAI
- List recent recorded calls
- Match each outside participant to a donor
- Check the contact log around each call
- Count the gaps by hand
With PopdockAI
- Outside participants are matched to donors by email
- Contacts within two days of each call are checked
- Unlogged pairs and logged counts are shown
- Ambiguous matches are listed and nothing is written
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find Chorus conversations with DonorPerfect donors from the last `{lookback-days}` days (default 30) that were never logged as a DonorPerfect contact, optionally limited to conversations owned by the Chorus user `{user-email}`.
**Step 1: Conversations in Chorus**
Call `chorus-get-engagements` with date.from set to the start of the window, max-records 100, and user-email set to `{user-email}` if it is given. If 100 come back, say the list was capped.
For each conversation, call `chorus-get-conversation-participants` with its conversation-id and keep the external participants (skip those whose type marks them internal or that have a user-id).
**Step 2: Match to donors and check the contact log**
For each distinct external email, call `donorperfect-get-donor` with it as email. For each matched donor, call `donorperfect-get-contact` with the donor-id and contact-date.from and contact-date.to set to two days either side of the conversation date.
A conversation-donor pair is logged if any contact falls in that range, unlogged if none does.
**Step 3: Report**
* Table of unlogged pairs: conversation date, subject, Chorus owner (user-name), conversation-id, donor-id, donor name.
* Count of logged pairs.
* Count of external participants who are not DonorPerfect donors, grouped by company-name.
End by noting that each unlogged row can be logged with the `log-conversation-as-donor-contact` prompt.
**Rules & Guidelines:**
* Tools named donorperfect-... are on the donorperfect server. Tools named chorus-... are on the chorus server.
* This prompt is read-only. Do NOT call any DonorPerfect write tool (`donorperfect-save-donor`, `donorperfect-save-contact`, `donorperfect-save-gift`, `donorperfect-save-pledge`, `donorperfect-save-address`, `donorperfect-save-other-info`, `donorperfect-save-link`, `donorperfect-set-flag`) or any Chorus write tool (`chorus-add-moment`, `chorus-add-playlist-moment`, `chorus-create-playlist`, `chorus-update-moment`, `chorus-update-playlist`, `chorus-update-playlist-moment`, `chorus-export-recordings`, `chorus-export-scorecards`).
* Match on email only, case-insensitively.
**Validation:**
* If Chorus returns no conversations in the window, say so and stop.
* If no participant matches a donor, report that none of the conversations involved a DonorPerfect donor.
* If an email matches more than one donor, list it as ambiguous rather than choosing one.Who it's for
One answer, three teams that use it
Development directors
Keep donor history complete
Unlogged conversation and donor pairs show exactly what is missing from donor records.
Which Chorus calls with DonorPerfect donors in the last 60 days were never logged?
Major gift officers
Catch up on your own calls
Limit it to yourself to get the donor calls you still need to log.
Which of my Chorus calls with donors this month have no DonorPerfect contact?
Database managers
Resolve ambiguous donor emails
Emails matching more than one donor are listed, so duplicates can be cleaned up.
List Chorus participants this quarter whose email matches more than one DonorPerfect donor.
How it works
What PopdockAI does when you ask
You choose how far back to look and your AI assistant finds donor calls missing from DonorPerfect. It warns when the list is capped.
01
Ask
You choose how far back to look, and optionally one Chorus user.
02
Match
It matches each outside participant's email to a DonorPerfect donor.
03
Check
It looks for a contact within two days of the call.
04
Report
You get unlogged pairs, counts and ambiguous matches, with nothing written.
What PopdockAI provides
The tools behind the answer
Ready made tools for Chorus and one secure connection to your AI tool. No code, no exports.
chorus-get-engagements
chorus-get-conversation-participants
donorperfect-get-donor
donorperfect-get-contact
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Know which donor calls still need logging
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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